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Advisor Tech Talk: 11/30/21
RIAs are making an expansion push in the final stretch of the year. Financial advisors shared their preferences for a digital wealth platform. And an opportunity to take a masterclass has emerged.
REAL CLEAR CRYPTO: DeFi Popcorn Enables Digital Assets to Work For The Common Good—And...
For many, ESG and digital asset investing are miles apart, with cryptocurrencies in particular being too dirty, too anonymous and too out of reach to be a force for good.
WEALTHTECH INSIDER How Timing And Tax Management Fit Into The Bigger Picture For Your...
When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has only become more complicated.
TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform
CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
The Taylor Report (10/26/21)
Finally, a BITCOIN ETF (actually two....so far) has launched..........ProShares and Valkyrie have each been approved to offer a BITCOIN strategy ETF......BUT using CME BITCOIN futures (they settle in cash).
The Week in Digital Wealth (10/19/21)
The fintech industry has attained royal status. A bitcoin ETF is finally seeing the light of day, and crypto prices have been rallying. Legacy banks are feeling the heat from fintech, and more.
Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.
Publisher Notes For 10/12/21
Hello Fintech Friends! This week we have a fresh new format in our Top 5 VC deals we think you'll enjoy, a Fintech Luminaries post that will bring a smile to your face and a spirited DWeath Muse podcast this week with Dara Albrigh & Bill Taylor taking on the SEC! Check it out!
Top 5 VC Deals of the Week in Digital Wealth (10/5/21)
Friends, this week's top 5 VC deals in digital wealth does not disappoint. We traverse the world for the biggest deals, and jump into NFTs, decentralized social media and more. And wait until you see the numbers. We blew right past $100M as minimums and now we're even higher.
The Week in Digital Wealth (9/28/21)
Fintech companies are increasingly targeting trading, one startup is shortening its workweek, and a bitcoin ETF could finally be on the horizon. In addition, the IPO pipeline is full but is facing regulatory delays though investor demand appears to be robust.